Tag - Zoho

Over the past decade, practice management for accounting firms has evolved dramatically. There is perhaps no better illustration of this than by considering how the term itself — practice management — is defined quite differently by legacy...

The Accounting Technology Ecosystem was first launched one year ago with 25 categories and approximately 150 solutions. This week, we release version 3.0, and not only have new categories been added, but the solution options are tipping at 700+...

There is an important new development in the accounting software space: In November 2016, Microsoft entered the small and medium-sized business (SMB) financial software market with the introduction of Microsoft Dynamics 365 for Financials. Many who...

Online payments is a hot thing, and you’ll often see payment-related announcements from software developers. Even though I get paid online, I sometimes have a hard time figuring out exactly what to do with all the available payment...

Cloud accounting was first introduced in 1999 by NetLedger (now Netsuite) and Intacct. Seventeen years into the cloud accounting revolution, we now have dozens of products from which to choose. Every accounting software company on the planet now has...

If you’ve followed my blog posts, you know I’m big on finding an automated way to match up documents to their corresponding transactions. I think Zoho Books has come one step closer to this happening with its new feature called...

Paperless document strategies are more of a culture than a strategy. You can put all of the technology in place, but if you still “have to have” paper, you may not wind up as paperless as you planned. What does it take to really do digital...

Last summer, I talked about Zoho Books Workflow Automation, and now I want to let you know about a new Zoho Books feature called Custom Functions.n However, first let me remind you what a Workflow Automation is. It enables you to set up...

Version 2.1 of the Accounting Technology Ecosystem has been released with lots of exciting updates and changes. New categories have been introduced, including: Field Service Management, Industry Specific Solutions, and OCR/Data Entry products. The...

I often dismiss apps that do everything, especially viewed through the lens of an accounting professional. However, as a small business owner who has to perform many functions, it’s hard to deny the appeal of an all-in-one app like...

Nowadays it’s basically a given that your online accounting software will have payment processing capabilities, whether natively or via an add-on. So, it’s relatively easy to send an online invoice to a customer and get paid. However...

Zoho Books quietly introduced Workflow Automation in June 2015. If you’ve ever dealt with the IFTTT app, it’s kind of like that. IFTTT stands for If This Then That. You can set up a rule in Zoho Books so that if some trigger (an event...

Mr. Sleeter’s Neighborhood Interview with Sridar Vembu and Raju Vegesna, of Zoho.
Sridhar and Raju share advice on how to fund a startup, why they turned down a huge investment check, and why they do not require employees to have a college...

Zoho has just launched a new service called Zoho Expense. This is a special tool that’s used specifically to capture receipts paid for with non-business funds and to create reimbursable expense reports. So let’s take a look!
What Zoho...